CWB vs CGDG

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).

CWB vs CGDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CWB(ETF)	CGDG(ETF)
Net Assets	$5.60B	$5.50B
Expense Ratio	0.40%	0.47%
Max Drawdown	32.16%	10.91%
Sharpe Ratio	1.14	1.15
5Y Beta	0.67	0.62
P/E Ratio	N/A	24.61
Forward P/E	N/A	20.13
PEG Ratio	N/A	0.69
5Y Dividends CAGR	-4.11%	N/A
5Y EPS CAGR	N/A	14.02%
P/S Ratio	N/A	2.13
P/B Ratio	N/A	4.22

Net Assets

Winner

CWB

$5.60B

CGDG

$5.50B

Expense Ratio

Winner

CWB

0.40%

CGDG

0.47%

Max Drawdown

CWB

32.16%

Winner

CGDG

10.91%

Sharpe Ratio

CWB

1.14

Winner

CGDG

1.15

5Y Beta

CWB

0.67

Winner

CGDG

0.62

P/E Ratio

CWB

N/A

CGDG

24.61

Forward P/E

CWB

N/A

CGDG

20.13

PEG Ratio

CWB

N/A

CGDG

0.69

5Y Dividends CAGR

CWB

-4.11%

CGDG

N/A

5Y EPS CAGR

CWB

N/A

CGDG

14.02%

P/S Ratio

CWB

N/A

CGDG

2.13

P/B Ratio

CWB

N/A

CGDG

4.22

CWB vs CGDG - Historical Returns

Returns include dividend reinvestment.

Period	CWB	CGDG
1 month	+0.20%	+2.34%
3 months	-1.17%	+4.72%
6 months	+10.46%	+4.48%
1 year	+24.41%	+17.20%
5 years(CAGR)	+6.27%	N/A
10 years(CAGR)	+11.67%	N/A
Max(CAGR)	+11.57%	+19.12%

CWB

+0.20%

Winner

CGDG

+2.34%

CWB

-1.17%

Winner

CGDG

+4.72%

Winner

CWB

+10.46%

CGDG

+4.48%

Winner

CWB

+24.41%

CGDG

+17.20%

5Y(CAGR)

CWB

+6.27%

CGDG

N/A

10Y(CAGR)

CWB

+11.67%

CGDG

N/A

Max(CAGR)

CWB

+11.57%

Winner

CGDG

+19.12%

CWB vs CGDG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CWB	CGDG
2026	+15.56%	+9.74%
2025	+16.44%	+23.32%
2024	+10.97%	+12.23%
2023	+14.90%	+9.54%
2022	-20.52%	N/A
2021	+2.71%	N/A
2020	+52.07%	N/A
2019	+22.44%	N/A
2018	-3.35%	N/A
2017	+15.84%	N/A
2016	+11.56%	N/A
2015	-0.87%	N/A
2014	+8.01%	N/A
2013	+19.29%	N/A
2012	+14.23%	N/A
2011	-7.95%	N/A
2010	+12.77%	N/A
2009	+29.61%	N/A

CWB vs CGDG Drawdown Comparison

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current CWB drawdown is -6.09%. The current CGDG drawdown is -0.41%.

Rank	CWB	CGDG
#1	-32.06% Feb 19, 2020 - Jun 8, 2020	-10.52% Feb 13, 2025 - May 2, 2025
#2	-29.86% Feb 12, 2021 - Jul 16, 2025	-7.72% Feb 25, 2026 - Jun 12, 2026
#3	-17.09% May 2, 2011 - Oct 18, 2012	-5.54% Oct 14, 2024 - Feb 5, 2025
#4	-15.95% Jun 1, 2015 - Jul 22, 2016	-4.89% Mar 28, 2024 - May 9, 2024
#5	-13.79% Jun 20, 2018 - Feb 25, 2019	-4.64% Jul 16, 2024 - Aug 15, 2024
#6	-11.08% Jun 2, 2026 - Jul 29, 2026	-4.44% Oct 11, 2023 - Nov 3, 2023
#7	-10.76% Apr 26, 2010 - Oct 5, 2010	-3.90% Nov 12, 2025 - Nov 28, 2025
#8	-9.06% Sep 5, 2014 - Mar 20, 2015	-3.47% Jul 23, 2025 - Aug 22, 2025
#9	-7.61% Sep 1, 2020 - Oct 9, 2020	-2.96% Aug 30, 2024 - Sep 16, 2024
#10	-7.58% Jan 19, 2010 - Mar 8, 2010	-2.83% Oct 6, 2025 - Oct 20, 2025
#11	-7.52% Oct 29, 2025 - Jan 13, 2026	-2.77% May 17, 2024 - Jul 11, 2024
#12	-7.36% Jan 26, 2018 - Mar 12, 2018	-2.49% Sep 28, 2023 - Oct 10, 2023
#13	-6.76% Jan 28, 2026 - Apr 8, 2026	-2.46% Dec 28, 2023 - Jan 29, 2024
#14	-6.52% May 21, 2013 - Jul 22, 2013	-2.09% Oct 27, 2025 - Nov 11, 2025
#15	-6.24% May 3, 2019 - Jul 12, 2019	-1.85% Jun 12, 2025 - Jun 26, 2025

Correlation

Correlation between CWB and CGDG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2009 - 2026)

CWB vs CGDG dividend yield comparison.

Year	CWB	CGDG
2026	0.88%	1.35%
2025	1.69%	1.95%
2024	1.85%	2.15%
2023	1.97%	0.39%
2022	2.21%	0.00%
2021	1.97%	0.00%
2020	2.34%	0.00%
2019	3.03%	0.00%
2018	6.17%	0.00%
2017	4.25%	0.00%
2016	4.60%	0.00%
2015	7.52%	0.00%
2014	7.37%	0.00%
2013	3.66%	0.00%
2012	3.84%	0.00%
2011	4.97%	0.00%
2010	4.59%	0.00%
2009	3.88%	0.00%